At WealthPilot Financial, we believe that an important part of building wealth is protecting wealth. Insurance provides a crucial defense from life’s uncertainties, and can provide clients with the sense of security that their loved ones will be protected.
Our team works with clients to identify their current insurance, whether owned privately or through their place of work. From there, we will determine the intentions behind their current insurance, and then focus on whether there is an additional need for income/asset replacement, tax efficiency, estate preservation, or the proper continuation of their business. We will also assure that their insurance is tied back to their estate planning.
Our sophisticated modeling will demonstrate whether there is a current gap in their insurance needs, and quantify specifically how much insurance is necessary in order to fill that gap, if any.
Securities: Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Kansas, Massachusetts, Maryland, Michigan, New Mexico, North Carolina, New Jersey, New York, Ohio, Pennsylvania, South Carolina and Texas
Insurance: Arizona, Delaware, Florida, Illinois, Massachusetts, Maryland, Michigan, North Carolina, New Jersey, New Mexico, New York, Pennsylvania and South Carolina
